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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,023 | $124,980-95.2% | $108,359-94.4% | $154,746-96.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 15.08% | 45.00%-29.9pp | 36.89%-21.8pp | 172.34%-157.3pp |
| Employer contribution / active EE | $711 | $2,851-75.1% | $2,399-70.4% | $4,379-83.8% |
| Participant deferral / active EE | $1,170 | $4,743-75.3% | $4,137-71.7% | $6,730-82.6% |
| Admin fee / account holder | $123 | $11,502-98.9% | $9,741-98.7% | $14,365-99.1% |